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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K 0.01%
241
527
$14K 0.01%
403
528
$14K 0.01%
413
529
$14K 0.01%
1,392
530
$14K 0.01%
1,142
531
$14K 0.01%
235
-170
532
$14K 0.01%
150
533
$14K 0.01%
+185
534
$14K 0.01%
+275
535
$14K 0.01%
450
+28
536
$14K 0.01%
250
537
$14K 0.01%
84
538
$13K 0.01%
65
539
$13K 0.01%
531
540
$13K 0.01%
+587
541
$13K 0.01%
174
542
$13K 0.01%
108
543
$13K 0.01%
669
544
$13K 0.01%
107
545
$13K 0.01%
290
546
$13K 0.01%
3,750
547
$13K 0.01%
229
548
$13K 0.01%
267
549
$13K 0.01%
92
550
$13K 0.01%
329
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